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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $8.5B AUM 1,004 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 150 New 421 Added 284 Reduced 37 Exited
Page 2 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 177,648.0 $63.5M 0.74% +7K +3.9% $357.37 -3.8%
22 ESGU ISHARES TR 380,376.0 $62.3M 0.73% +36K +10.4% $163.67 +2.8%
23 SGOV ISHARES TR 613,347.0 $61.7M 0.72% +50K +8.8% $100.67 -0.1%
24 SPMD SPDR SERIES TRUST 908,750.0 $61.4M 0.72% +165K +22.2% $67.56 +0.6%
25 BSV VANGUARD BD INDEX FDS 739,365.0 $57.6M 0.68% +55K +8.0% $77.91 -0.3%
26 IXUS ISHARES TR 591,873.0 $56.5M 0.66% +59K +11.1% $95.44 +1.2%
27 AGG ISHARES TR 529,898.0 $52.4M 0.61% +48K +9.9% $98.98 -1.7%
28 JPLD J P MORGAN EXCHANGE TRADED F 970,536.0 $50.7M 0.59% +52K +5.7% $52.19 -0.3%
29 DFIS DIMENSIONAL ETF TRUST 1,423,549.0 $49.9M 0.58% +127K +9.8% $35.03 +5.8%
30 GEME 2023 ETF SERIES TRUST 1,047,860.0 $45.6M 0.54% +47K +4.7% $43.54 -4.1%
31 JTEK J P MORGAN EXCHANGE TRADED F 397,707.0 $44.4M 0.52% +31K +8.4% $111.55 -10.1%
32 JPM JPMORGAN CHASE & CO Financial Services 135,192.0 $44.3M 0.52% +2K +1.2% $327.33 +9.9%
33 GMUB GOLDMAN SACHS ETF TR 854,388.0 $43.9M 0.52% +137K +19.1% $51.44 -1.4%
34 CGIB CAPITAL GRP FIXED INCM ETF T 1,689,445.0 $43.1M 0.51% +242K +16.7% $25.53 -0.9%
35 IUSB ISHARES TR 890,765.0 $41.1M 0.48% +76K +9.3% $46.15 -1.6%
36 XLF SELECT SECTOR SPDR TR 759,682.0 $40.7M 0.48% +118K +18.4% $53.61 +7.8%
37 IJH ISHARES TR 499,802.0 $38.5M 0.45% +12K +2.4% $77.11 +0.6%
38 BERKSHIRE HATHAWAY INC DEL 76,994.0 $38.5M 0.45% +9K +13.2% $500.39
39 EFA ISHARES TR 356,664.0 $37.1M 0.43% +3K +0.8% $103.88 +3.4%
40 AVGO BROADCOM INC Technology 94,391.0 $35.7M 0.42% +2K +2.2% $377.75 +0.7%
Page 2 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 21.6%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Healthcare 6.4%
Consumer Defensive 5.0%
Energy 2.6%
Real Estate 1.4%
Basic Materials 1.3%